- Vlookup Contact List... Recognition after Save
I'm using a helper column with Vlookup to populate a email address from a contact list sheet based on the name of the person in an adjacent column. The contact is populated properly when the sheet first opens but then it's like it is not recognized after a couple seconds of being open and thus is not brought into a filter…
- Alert Someone Automation - Reference Contact In Summary Field
When configuring an Alert Someone workflow and selecting "send to contacts in a cell", is it possible to reference a contact in a Sheet Summary field for the sheet? The drop down selection only shows contacts columns within the body of the sheet.
- Control for Character Entry on Form
Hi there - Is there a way to control the characters used for a form? I would like to limit to just roman letters. If this isn't possible, a suggestion for a work around on the grid? ie. We have event rsvp that are entered in Chinese characters then have to translate later. Would prefer to restrict on the form itself.…
- Automatically Select Contact With Column Formula
Hi, I am fairly new to smartsheet so I apologize if this is a basic question. I am trying to automatically populate a contact column with a single contact indefinitely. For context, it's just so that in a separate report that pulls from many sheets, a filter that only allows a row assigned to a contact to be shown can be…
- Adding contact group to drop down menu
Is there a way to add a contact group to the dropdown list in a contact list column?
- How many rows a contact is entered in a sheet?
Hello! I am trying to count how many rows a contact is entered in a sheet. Do I create a summary field? I am using this formula for my text/number summary fields to count each status (for a report that I am using in a dashboard): =COUNTIF(Status:Status, "Purchased"). Status is a text field. What summary field type and…
- Client name incorrect in Contact List background and will not change
I inherited the Smartsheets/workbooks a couple of years ago, and I recently noticed (on an update workflow request I just created) that a client's name is incorrect. I can not change it. Any ideas where this name is stuck or how I correct it? When I tried to figure out why this happened, I noticed that the name appears…
- IF statement to Output Column Contact List Name
Hello! I feel like this is a fairly easy formula, but having issues populating the ACTUAL contact name vs. the TEXT value using an IF statement. Goal: In this example, when I change the status to phase 1, I would like the Current Assignee cell to populate the contact name. However it is populating the value and not the…
- Pre-Populate a large contacts drop down
Under Contacts List type - where the 'Values (Optional)" is, I have about 574 e-mail addresses to pop in there. I want to restrict the list to a contacts drop down as it will run some automation and also drive the access permissions in Dynamic view. Seems I can only pick a record at a time though, I can't figure the string…
- How do you represent your team contacts in a dashboard?
Hi There, I would like to add a widgit that shows team members, titles, and contact info but I am unsure how to do this. Is there a way to include contacts in a dashboard pull from Smartsheets?
